Buff Portal Advising

Last Updated: 08/10/2020

Overview

Buff Portal Advising is software-as-a-service (built on the salesforce.com platform) used for constituent relationship management (CRM) initiatives for the entire CU system (all campuses and administrative units). The CU Boulder implementation currently includes CRM for advising units of many colleges, the Office of Performance Improvement, and the Office of Industry Collaboration.

Logging in

If you are a Buff Portal Advising user, log into the tool with the following:

Advising Portal

Advising units can use Buff Portal Advising to manage their student relationships, including reviewing student information, scheduling appointments, sending messages, creating logs and more. OIT provides user guides (see below) for advisors and students, demonstrating how to perform tasks within the tool:

Features

Buff Portal Advising is a constituent relationship management tool, with capabilities including:

  • Collaboration between university offices
  • Collaboration between the university and students, faculty, staff, alumni, parents, donors, and industry
  • Data management tools
  • Relationship management tools (messaging, logs, calendaring, and scheduling)

Buff Portal Advising is customizable service and more more tools are available depending on a projects needs.

Cost

Buff Portal Advising is a common good service provided at no cost.

Who can get it

Buff Portal Advising is made available to groups on a case-by-case basis, due to the many license, profile, user and permission concerns. The Buff Portal Advising team encourages teams with a CRM need to work with their managers to make requests.

How to get it

Service requests can be made by contacting the IT Service Center at 303-735-4357 (5-HELP) or oithelp@colorado.edu